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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,026 | $88,815-88.7% | $81,882-87.8% | $145,897-93.1% |
| Participation rate | 90.5% | 75.1%+15.4pp | 72.4%+18.1pp | 80.3%+10.2pp |
| Annual return | 17.72% | 1033.75%-1016.0pp | 779.47%-761.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $334 | $3,086-89.2% | $2,916-88.6% | $4,663-92.8% |
| Participant deferral / active EE | $3,781 | $4,647-18.6% | $4,323-12.5% | $6,689-43.5% |
| Admin fee / account holder | $516 | $8,434-93.9% | $7,360-93.0% | $13,390-96.1% |